Customer Relationship Management - Revision history

Wikicatglobe at 03:02, 18 October 2013

2013-10-18T03:02:27Z

← Older revision		Revision as of 03:02, 18 October 2013
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	<accesscontrol>~~Administrators,,Cem,,Maysunshine~~</accesscontrol>		<accesscontrol>Main:MyGroup</accesscontrol>
	= Resources =		= Resources =

Cg_pham at 09:12, 4 October 2011

2011-10-04T09:12:35Z

← Older revision		Revision as of 09:12, 4 October 2011
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			<accesscontrol>Administrators,,Cem,,Maysunshine</accesscontrol>
	= Resources =		= Resources =

Catglobe: /* Resources */

2010-08-18T06:21:25Z

Resources

← Older revision		Revision as of 06:21, 18 August 2010
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	<br>		<br>
			==Dashboards==
			CRM Portal

	= Sending newsletters from Catinét =		= Sending newsletters from Catinét =

Catglobe at 09:33, 17 August 2010

2010-08-17T09:33:57Z

← Older revision		Revision as of 09:33, 17 August 2010
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	= Resources =		= Resources =

	== Resource ~~template~~ ==		== Resource templates ==

	=== Customer (company) ===		=== Customer (company) ===
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	[[Image:Sales project properties.png]]		[[Image:Sales project properties.png]]

	<br>		<br>

	= Sending newsletters from Catinét =		= Sending newsletters from Catinét =

Catglobe at 09:33, 17 August 2010

2010-08-17T09:33:35Z

← Older revision		Revision as of 09:33, 17 August 2010
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	= Resources =		= Resources =

	== Customer (company) ==		== Resource template ==

			=== Customer (company) ===

	*Company resource template: <span style="color: rgb(255, 0, 0);">Customer </span>		*Company resource template: <span style="color: rgb(255, 0, 0);">Customer </span>

	== Contact persons ==		=== Contact persons ===

	*User resource template: <span style="color: rgb(255, 0, 0);">Contact Person</span>		*User resource template: <span style="color: rgb(255, 0, 0);">Contact Person</span>
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	[[Image:Contact person properties.png]]		[[Image:Contact person properties.png]]

	== Sales project ==		=== Sales project ===

	Resource template: <span style="color: rgb(255, 0, 0);">CRM - Project </span>		Resource template: <span style="color: rgb(255, 0, 0);">CRM - Project </span>
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	[[Image:Sales project properties.png]]		[[Image:Sales project properties.png]]

			<br>

			= Sending newsletters from Catinét =
	== Sending newsletters from Catinét ==

	For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.		For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.

Catglobe at 03:05, 17 August 2010

2010-08-17T03:05:13Z

← Older revision		Revision as of 03:05, 17 August 2010
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	= ~~TODO List =~~		= Resources =

	~~[[CRM Setup - TODO List\|View ToDo list here]]~~

	~~= Rules of thumb~~ =

	== Customer (company) ==		== Customer (company) ==
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	[[Image:Sales project properties.png]]		[[Image:Sales project properties.png]]

	~~== Campaign questionnaire ==~~

	*Questionnaire resource template: <span style="color: rgb(255, 0, 0);">CRM - Campaign </span>
	*Parent resource: sales project
	*CATI Outcome Set: <span style="color: rgb(255, 0, 0);">CRM - CATI Outcome Set</span>
	*Properties: assign the status report to <span style="color: rgb(255, 0, 0);">Report </span>property, sales project to <span style="color: rgb(255, 0, 0);">Project</span>

	~~[[Image:Campaign diagram properties.png]] ~~

	*Add involved salespersons to the questionnaire's interviewer list and set its status to Active
	*Build sample based on contact person groups

	== Sending newsletters from Catinét ==		== Sending newsletters from Catinét ==
	For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.

	~~=== Creating~~ the ~~newsletter mail template ===~~		For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.

			=== Creating the newsletter mail template ===

	=== Preparing the bulk mail ===		=== Preparing the bulk mail ===

	[[Category:Production_guidelines]]		[[Category:Production_guidelines]]

Catglobe: Initiated the description of how to send newsletters

2010-05-04T04:04:34Z

Initiated the description of how to send newsletters

← Older revision		Revision as of 04:04, 4 May 2010
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	*Build sample based on contact person groups		*Build sample based on contact person groups

	== Sending newsletters from Catinét ==		== Sending newsletters from Catinét ==
			For now the description of how to send newsletters from Catinét is added to the CRM wiki-page, but eventually this description, should probably get its own web-page, or sending newsletters will be so integrated in the CRM system, that this section is no longer required.

	[[Category:~~Production guidelines~~]]		=== Creating the newsletter mail template ===


			=== Preparing the bulk mail ===

			[[Category:Production_guidelines]]

Catglobe: Categorized under Production guidelines and starting a new section describing how to create and send newsletters

2010-05-04T04:00:54Z

Categorized under Production guidelines and starting a new section describing how to create and send newsletters

← Older revision		Revision as of 04:00, 4 May 2010
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	=TODO List=		= TODO List =
	[[CRM Setup - TODO List\|View ToDo list here]]
			[[CRM Setup - TODO List\|View ToDo list here]]

	= Rules of thumb =		= Rules of thumb =

	== Customer (company) ==		== Customer (company) ==

	*Company resource template: <span style="color: ~~#ff0000~~">Customer </span>		*Company resource template: <span style="color: rgb(255, 0, 0);">Customer </span>

	== Contact persons ==		== Contact persons ==

	*User resource template: <span style="color: ~~#ff0000~~">Contact Person</span>		*User resource template: <span style="color: rgb(255, 0, 0);">Contact Person</span>
	*Assign the company to <span style="color: ~~#ff0000~~">Company Resource </span>property		*Assign the company to <span style="color: rgb(255, 0, 0);">Company Resource </span>property

	[[Image:Contact person properties.png]]		[[Image:Contact person properties.png]]
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	== Sales project ==		== Sales project ==

	Resource template: <span style="color: ~~#ff0000~~">CRM - Project </span>		Resource template: <span style="color: rgb(255, 0, 0);">CRM - Project </span>

	[[Image:Sales project properties.png]]		[[Image:Sales project properties.png]]
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	== Campaign questionnaire ==		== Campaign questionnaire ==

	*Questionnaire resource template: <span style="color: ~~#ff0000~~">CRM - Campaign </span>		*Questionnaire resource template: <span style="color: rgb(255, 0, 0);">CRM - Campaign </span>
	*Parent resource: sales project		*Parent resource: sales project
	*CATI Outcome Set: <span style="color: ~~#ff0000~~">CRM - CATI Outcome Set</span>		*CATI Outcome Set: <span style="color: rgb(255, 0, 0);">CRM - CATI Outcome Set</span>
	*Properties: assign the status report to <span style="color: ~~#ff0000~~">Report </span>property, sales project to <span style="color: ~~#ff0000~~">Project</span>		*Properties: assign the status report to <span style="color: rgb(255, 0, 0);">Report </span>property, sales project to <span style="color: rgb(255, 0, 0);">Project</span>

	[[Image:Campaign diagram properties.png]]		[[Image:Campaign diagram properties.png]]

	*Add involved salespersons to the questionnaire's interviewer list and set its status to Active		*Add involved salespersons to the questionnaire's interviewer list and set its status to Active
	*Build sample based on contact person groups		*Build sample based on contact person groups

			== Sending newsletters from Catinét ==

			[[Category:Production guidelines]]

Catglobe: /* Rules of thumb */

2009-12-14T09:57:57Z

Rules of thumb

← Older revision		Revision as of 09:57, 14 December 2009
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			=TODO List=
			[[CRM Setup - TODO List\|View ToDo list here]]
	= Rules of thumb =		= Rules of thumb =

Catglobe at 09:17, 22 October 2009

2009-10-22T09:17:01Z

← Older revision		Revision as of 09:17, 22 October 2009
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	*Questionnaire resource template: <span style="color: #ff0000">CRM - Campaign </span>		*Questionnaire resource template: <span style="color: #ff0000">CRM - Campaign </span>
	*Parent resource: sales project		*Parent resource: sales project
			*CATI Outcome Set: <span style="color: #ff0000">CRM - CATI Outcome Set</span>
	*Properties: assign the status report to <span style="color: #ff0000">Report </span>property, sales project to <span style="color: #ff0000">Project</span>		*Properties: assign the status report to <span style="color: #ff0000">Report </span>property, sales project to <span style="color: #ff0000">Project</span>

	[[Image:Campaign diagram properties.png]]		[[Image:Campaign diagram properties.png]]

			*Add involved salespersons to the questionnaire's interviewer list and set its status to Active
			*Build sample based on contact person groups